Schedule a report to run later

Article • 6/8/2026 • 1 min read

You can create a schedule within Made2Manage on which reports automatically run. You can schedule reports to run once or at regular intervals.

To schedule a report to run later

  1. Open the report that you want to run.

  2. On the Toolbar, click More Actions.

  3. Select More Actions > Actions > Schedule.

    The Schedule window appears.

  4. In the Next Execution Date field, type the date and time.

  5. In the Interval list, select from the options listed.

  6. In the Priority field, enter the priority.

    When you schedule two events for the same time, Made2Manage runs them in priority order. The highest priority is 1.

  7. In the Output Type list, select an output format for the report.

  8. Click the Execute By Lookup Reference, and from the Lookup For Execute By window select a user, else click Cancel.

  9. Click the Execute For Lookup Reference, ​and from the Lookup For Execute For window select the company, else click Cancel.

  10. Click Schedule to schedule the report, else click Cancel to discard your changes.